Data Aggregation

UX-AdminOperations & Technology

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Our integration with Morningstar ByAllAccounts Aggregation service provides clients their entire financial picture in one place. Data for investment accounts, bank accounts, credit cards and more are retrieved nightly into the client portal and advisor portal, creating a more holistic view of the client’s finances.

New Proposal Account Feature

UX-AdminOperations & Technology

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New functionality has been added to Hanlon’s Proposal Generation Tool to enhance the Advisor and Client’s experience. The Advisor now has access to create a Proposal Account and either manually add or upload a csv file of existing assets for a side by side comparison.

Hanlon’s Two-Factor Authentication

UX-AdminOperations & Technology

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Hanlon is continuously taking steps to ensure the data on our platform is safe. We deployed two-factor authentication, also called multiple-factor or multiple-step verification, an authentication mechanism to double check that your identity is legitimate.